Spending power
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Spending power
Key facts
Counted staff
55
self-reported 11–50 band
Founded
2000
26 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Australian Financial Planning Group (AFPG) is a privately owned, leading Australian financial services company.
Operating under our own financial services and credit license, we offer our clients financial and tax planning advice. We are not aligned with any particular financial institution. This enables us to tailor to a clients' individual needs – not just sell pre-packaged advice.
AFPG believe in and function as a client-centric business. We offer quality advice, exceptional service, and tailored solutions.
Services we offer:
Financial planning
- Investing in property
- Financial advice
- Investing in stocks
Home/Investment loans
- Home loan and investment mortgage brokerage service
- Mortgage elimination
Portfolio management
- Insurance
- Tax minimisation
- Managed Funds
Retirement Planning
- Superannuation
- Investments
- Retirement advice
Accounting/ Audit
- Tax Returns
- Company Financials preparation
- SMSF administration
We work with our clients to create complete financial solutions. Whether you are saving to purchase a first home or wanting a sophisticated share portfolio, our goal is to provide a better tomorrow.
AFPG have offices in Sydney and Melbourne, and we service clients nationally. If you would like more information about the services we offer, please visit our website at www.afpg.com.au or phone our office on 02 8268 7000.
Our team is growing and we are always looking for new talent. If you have a passion for financial services and are looking for a supportive and fun environment, we would love to hear from you.
Specialties
- investment management
- business succession planning
- superannuation
- property investment
- managed funds
- loans
- financial planning
- insurance
- tax planning
All 10 specialties
- Insurance
- Superannuation
- Loans
- Financial Planning
- Mortgage Elimination Planning
- Property Investment
- Investment Management
- Managed Funds
- Tax Planning
- Business Succession Planning
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|
All codes: AU
Addresses
- AULevel 2 / 437 St Kilda Rd; Melbourne, VIC 3004
- AULevel 15; 227 Elizabeth St; Sydney, NSW 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
How many people work at AFPG - Australian Financial Planning Group?
The record holds 55 counted staff profiles at January 2026, above the self-reported 11–50 band.
Where does AFPG - Australian Financial Planning Group have offices?
Two addresses on record, Australia only. Primary: Level 15, 227 Elizabeth St, Sydney, NSW 2000.
Has AFPG - Australian Financial Planning Group raised funding?
None linked to this brand.
What does AFPG - Australian Financial Planning Group list as its specialties?
Ten tags on the brand's own list, among them investment management, business succession planning and superannuation.
Which companies are listed alongside AFPG - Australian Financial Planning Group?
25 profiles list AFPG - Australian Financial Planning Group as a peer — 96th percentile in Financial Services. It lists ten peers of its own. Private Wealth Partners and Atticus Wealth list it back.